Global Wealth Management Investment Advisory provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year.
Global Wealth Management Investment Advisory reports 1,667 clients. They include 1,472 individual clients, 154 high-net-worth individuals, and 39 pension and profit-sharing plans. Of its assets, 100.0% ($723M across 3,687 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $723M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 55% |
| High-net-worth individuals | 9% | 42% |
| Pension and profit-sharing plans | 2% | 2% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,472 | $401M | 55.4% | $272K |
| High-net-worth individuals | 154 | $305M | 42.2% | $1.98M |
| Pension and profit-sharing plans | 39 | $13.7M | 1.9% | $352K |
| Corporations and other businesses | 2 | $3.62M | 0.5% | $1.81M |
| Total | 1,667 | $723M | 100% | $434K |
- Clients
- 1,472
- Regulatory AUM
- $401M
- AUM share
- 55.4%
- Avg. per client
- $272K
- Clients
- 154
- Regulatory AUM
- $305M
- AUM share
- 42.2%
- Avg. per client
- $1.98M
- Clients
- 39
- Regulatory AUM
- $13.7M
- AUM share
- 1.9%
- Avg. per client
- $352K
- Clients
- 2
- Regulatory AUM
- $3.62M
- AUM share
- 0.5%
- Avg. per client
- $1.81M
Total
- Clients
- 1,667
- Regulatory AUM
- $723M
- AUM share
- 100%
- Avg. per client
- $434K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Global Wealth Management Investment Advisory charges 0.30%–2.00% a year for its Asset Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Full financial plans are a fixed fee of $500 to $10,000; modular plans are $300 to $500 an hour; ongoing planning is $500 to $10,000 a year. Fees are negotiable.
Andrew Costa owns 50% to 75% of Global Wealth Management Investment Advisory. The leadership team of Global Wealth Management Investment Advisory includes Chief Compliance Officer Lejeana Love. It has 42 employees, 10 of them in advisory roles.
Leadership
- Lejeana LoveChief Compliance Officer
Christopher ConnessDirector- John ThomasCIO
- Andrew CostaCEO
Investment adviser representatives
16 representatives listed in the SEC register as of 9 October 2026.
Staff
- 42 employees
- 10 in advisory functions
- 10 state-registered reps
- 16 insurance agents
- Owns 50% to 75% of Global Wealth Management Investment Advisory, Inc.
Andrew Costa
Control person · since February 2017
- Owns 50% to 75% of Global Wealth Management Investment Advisory, Inc.
Christopher Conness
Control person · since February 2018
Global Wealth Management Investment Advisory’s regulatory assets grew 2.7× from $271M (March 2021) to $723M (March 2026); clients rose from 872 to 1,667 and employees from 7 to 42.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $723M | 1,667 | 42 | 5 |
| April 2025 | $529M | 1,382 | 11 | 3 |
| March 2024 | $422M | 1,210 | 20 | 3 |
| March 2023 | $331M | 1,140 | 18 | 2 |
| July 2022 | $352M | 1,016 | 18 | 2 |
| March 2021 | $271M | 872 | 7 | 1 |
Besides its headquarters, Global Wealth Management Investment Advisory has 4 offices, with 5 listed addresses in Florida.
Florida · 5 listed addresses
- 1301 East Broward BLVD, Suite 200, Fort LauderdaleHQ
- 6952 Professional Pkwy. E, Sarasota
- 1655 N. Commerce Parkway, Weston
- 4500 N. University DR., Coral Springs
- 3695 Boynton Beach BLVD., Boynton Beach
Contact and registration details
- Legal name
- Global Wealth Management Investment Advisory, Inc.
- Headquarters
- 1301 East Broward BLVD, Suite 200, Fort Lauderdale, FL 33301
- Website
- askglobalwealth.com
- Phone
- 954-533-7144
- @global-wealth-ma
- SEC file
- 801-110227
- Structure
- Florida corporation
- Fiscal year end
- December
Global Wealth Management Investment Advisory uses Fidelity ($683M) as custodian for its separately managed accounts. Global Wealth Management Investment Advisory has custody of $492M in client assets for 1,547 clients.
- FidelityFidelity Brokerage Services LLC · Boston, MA · $683M100%
At year end, Global Wealth Management Investment Advisory’s separately managed accounts were mostly in stocks (55%) and funds (40%). Its reported 13F holdings for the quarter ended 30 June 2026 total $703M across 160 positions; the largest are Vanguard Scottsdale Fds (3.6%), J P Morgan Exchange Traded F (3.4%) and Vanguard Scottsdale Fds (3.2%).
What the accounts hold
- Stocks55%
- Funds40%
- Registered funds39%
- Pooled vehicles1%
- Cash4%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $703M
- Reported 13F value
- 160
- Positions
- 30.1%
- In the 10 largest
- +10.1%
- Value vs. prior quarter
- Vanguard Scottsdale Fds · Int-term Corp.3.6%
- J P Morgan Exchange Traded F · Equity Premium3.4%
- Vanguard Scottsdale Fds · Short Term Treas3.2%
- Invesco Qqq TR · Unit Ser 13.2%
- Nvidia Corporation3.2%
- Apple Inc.3.0%
- iShares TR · Core MSCI Eafe3.0%
- iShares TR · Core S&P500 ETF2.8%
- Microsoft Corp.2.3%
- iShares TR · Iboxx HI YD ETF2.3%
Together, the ten largest are 30.1% of reported value.
How many clients does Global Wealth Management Investment Advisory have?
Global Wealth Management Investment Advisory has 1,667 clients and manages $723 million for them, as of March 2026. They include 1,472 individual clients, 154 high-net-worth individuals, and 39 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Global Wealth Management Investment Advisory offer?
Global Wealth Management Investment Advisory provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Global Wealth Management Investment Advisory charge?
Global Wealth Management Investment Advisory charges 0.30%–2.00% a year for its Asset Management Services. The fee is billed in arrears and is negotiable.
Source: GWMIA ADV PART 2A APPENDIX 1 - WRAP FEE BROCHURE, filed 27 March 2026
Which custodians does Global Wealth Management Investment Advisory use?
Global Wealth Management Investment Advisory’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $683M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Global Wealth Management Investment Advisory have?
Global Wealth Management Investment Advisory has 10 investment adviser representatives registered with state securities authorities, out of 42 employees, and 10 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 16 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Global Wealth Management Investment Advisory invest in?
At the end of its last fiscal year, Global Wealth Management Investment Advisory’s separately managed accounts held 55% exchange-traded equities, 39% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Global Wealth Management Investment Advisory?
Global Wealth Management Investment Advisory’s direct owners are Andrew Costa (50% to 75%) and Christopher Conness (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Global Wealth Management Investment Advisory get paid?
Global Wealth Management Investment Advisory is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Global Wealth Management Investment Advisory registered with the SEC?
Yes, Global Wealth Management Investment Advisory has been registered with the SEC as an investment adviser since 10 April 2017. Its CRD number is 286005 and its SEC file number is 801-110227.
Source: Form ADV Part 1A, Item 1, filed 27 March 2026; IAPD firm record
How do I contact Global Wealth Management Investment Advisory?
Global Wealth Management Investment Advisory’s main office is at 1301 East Broward BLVD, Suite 200, Fort Lauderdale, FL 33301. Its phone number is 954-533-7144. Its website is askglobalwealth.com.